Soa Wealth Advisors, Llc. Vanguard Mortg Backed Sec ETF Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 465 shares of VMBS stock, worth $21,431. This represents 0.0% of its overall portfolio holdings.
Number of Shares
465
Previous 465
-0.0%
Holding current value
$21,431
Previous $21,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$915 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$374 Million1.01% of portfolio